Ensombl Advice Australia

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice. Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being. Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/ Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices. Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480 EFS Advice Website: https://efsadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business. Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/ Pension Services Website: https://www.pensionservices.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way. Jordan Vaka XY: https://www1.xyadviser.com/members/2400594 PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/